Users with the relevant system permissions can manually check-in a document that another user has checked out.
This function can be used if a user has forgotten to check-in a document after they have completed their work or cannot access Equinox themselves to check a document back in.
Note: We would recommend speaking with the user that has checked out the document before overriding the checkout functionality. You can view which user last checked out the document in the History section of the document screen.
The steps below outline how to manually override another user’s document checkout:
- Open the case the document is saved to
- Go to the Documents tab
- Click on the document that has been checked out
- Click the ‘Force Check-in’ button
The document will be made available to check-out by another user.
The document History will log which user has checked the document back in using the ‘Force Check-in’ button.